The Day China Kicked Out Starbucks

Posted August 05, 2022

By Matt Insley

This week’s series of events is a wake-up call for investors complacent about the US-China economic ties. Relations just got much worse, and quickly. So, today, we’ll check back on some American companies that have decided to bet their future on a friendly China…
The Day China Kicked Out Starbucks

The Mother of All Tail Risks

Posted August 04, 2022

By Matt Insley

China’s navy is encircling Taiwan. Here’s why you need to be ready for things to spiral out of control, and make the pandemic, Fed rate hikes, and the Ukraine war look almost “quaint.”
The Mother of All Tail Risks

Oil Dominates 2022 ETF Gains

Posted August 03, 2022

By Matt Insley

“I still think you can make money holding oil stocks this year,” says Zach Scheidt. And the cleanest way to play oil?
Oil Dominates 2022 ETF Gains

The $1.25 Store (Surviving Inflation)

Posted July 29, 2022

By Matt Insley

“Today's inflation is like jumping in the elevator and skipping higher by 20 floors,” says Zach Scheidt.“ Fortunately, there are some very good ways to beat inflation.”
The $1.25 Store (Surviving Inflation)

Armageddon in China

Posted July 28, 2022

By Matt Insley

Escalating tensions in the Taiwan Strait increase the momentum to support U.S. companies.
Armageddon in China

Read My Lips: No Recession

Posted July 27, 2022

By Matt Insley

The Biden administration asked: “What is a recession?” And proceeded to discount its commonly held definition.
Read My Lips: No Recession

Big Tech Catches COVID

Posted July 26, 2022

By Matt Insley

For more than a decade, we were conditioned to see tech stocks head in one direction. The playbook has changed…
Big Tech Catches COVID

[UPDATE] Pelosi Portfolio

Posted July 25, 2022

By Matt Insley

“Chip stocks have been in a swoon since the beginning of the year,” Ray says. Regardless, he expects semiconductor stocks to bounce meaningfully.
[UPDATE] Pelosi Portfolio

Relief Rally (What’s Next?)

Posted July 21, 2022

By Matt Insley

It’s been a relief to see green on the screen this week. But consider this before you start piling cash back into stock bets…

The Good Word on Gold (1973 and 2022)

Posted July 20, 2022

By Matt Insley

“Are we having fun yet?” asks our macro maven Jim Rickards. “A gold investor might well ask: ‘What’s the point?’”